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Sun Life Financial’s Portland General Electric POR Stock Holding History

Sun Life Financial’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,190
Closed -$462K – 550
2019
Q3 		$462K Buy
8,190
+46
+0.6% +$2.56K 0.12% 107
2019
Q2 		$441K Hold
8,144
– – 0.11% 119
2019
Q1 		$422K Buy
8,144
+44
+0.5% +$2.15K 0.09% 122
2018
Q4 		$371K Buy
8,100
+41
+0.5% +$1.92K 0.08% 128
2018
Q3 		$368K Buy
8,059
+6,311
+361% +$287K 0.07% 157
2018
Q2 		$75K Buy
+1,748
New +$71.9K 0.01% 365

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return